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Michael Souza

Koa Wealth Management

11260 El Camino Real
Suite 220

San Diego, CA 92130
(760) 6026924

Success Favors The Brave

About Koa Wealth Management

You live life to the fullest-working hard, setting goals, and following a bigger plan. From your career path to your family life, you survey the journey ahead, evaluate the risks, and seize opportunities for well-deserved rewards.

Do you work with a financial advisor who does the same? At Koa Wealth Management, we believe every driven person deserves a personal CFO. We've helped countless clients create a path to success and we've been with them - and their families - every step of the way. Through life's victories as well as life's turbulent waters, we ensure that our clients feel confident in the plan we build together.

General Information

Firm Start Year

2018

No.of Employees

5-9

CRD#

4602740

Firm CRD#

104100

Insurance License#

0D90160

Name of Broker/Dealer

M.S. Howells & Co.

Name of Custodial Firm

Charles Schwab

States Licensed in

CA, HI, IL

Years of Experience in Financial Services

17

Number of Years with Current Firm

1

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds

I can meet clients in the following ways

Via phone, At my office, At your office, At your home

Qualifications & Membership

Securities Licenses

Series 9, Series 10, Series 66, Series 3, Series 7

Insurance and Annuity Licenses

Life, Health

Firm Information

Assets Managed by Firm

$100,000,000

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Education

Bachelors of Science - Political Science

Northwestern University
1997 - 2001

Disclaimer

Securities offered through M.S. Howells & Co. Member FINRA/SIPC. Advisory services offered through Koa Wealth Management. M.S. Howells & Co. is not affiliated with Koa Wealth Management.